Strategic Capital Alternatives’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Strategic Capital Alternatives’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$451K	Buy	+24,141	New	+$449K	7.15%	3
2015 Q3	$2.73M	Buy	+145,789	New	+$2.77M	0.58%	47

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Capital Alternatives's FPE Position: Q1 2016 in Review

Strategic Capital Alternatives opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q1 2016: 24,141 shares worth $451K. The stake represents 7.15% of the portfolio and ranks #3 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in FPE as recently as Q3 2015.

Strategic Capital Alternatives first reported a position in FPE in Q3 2015 and has held it in 2 quarters since. The position peaked at $2.73M in Q3 2015. 75 funds tracked by Wall St. Rank hold FPE as of Q1 2016.

Strategic Capital Alternatives held 24,141 shares of First Trust Preferred Securities and Income ETF worth $451K as of Q1 2016.
First Trust Preferred Securities and Income ETF was a new Strategic Capital Alternatives position in Q1 2016.
First Trust Preferred Securities and Income ETF made up 7.15% of Strategic Capital Alternatives's portfolio in Q1 2016, its #3 holding.
Strategic Capital Alternatives first reported a position in First Trust Preferred Securities and Income ETF in Q3 2015 and has held it in 2 quarters since.
Strategic Capital Alternatives's First Trust Preferred Securities and Income ETF position peaked at $2.73M in Q3 2015.
75 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2016.

Based on Strategic Capital Alternatives's 13F filing for Q1 2016, filed 17 May 2016.